What is SMArtY?
How is SMArtY different from SMArtX?
Financial advisors on the SMArtY platform wishing to access higher-tier functionality on the SMArtX platform, including the full model marketplace, “Rep as a PM” functionality, and our enterprise billing solution can add these services to their existing package by incurring associated service fees.
Why should I use SMArtY over another TAMP platform?
What does SMArtY help financial advisors do?
Providing access to powerful features like a cash management tool and tax harvesting technology, SMArtY gives financial advisors time back to focus on revenue-generating, business-differentiating, relationship-building value adds to more rapidly grow their businesses.
Who should use SMArtY?
- Fee-conscious advisors: Utilize SMArtY’s no-fee model portfolio solutions to minimize trading, investment, and operational burdens—ideal for wrap fee advisors and those aiming to optimize cost structures.
- Rep as PM advisors: Explore a cost-effective alternative to selling your practice with SMArtY. Retain client relationships while leveraging our expertise for superior investment solutions, eliminating the complexities of managing models independently.
- Independent advisors: Access institutional-quality investment strategies without compromising independence or client relationships.
- Growing firms: Efficiently scale your business with SMArtY’s scalable platform and dedicated support, enabling your team to focus on high-value activities.
What products are on the SMArtY platform?
I’m an asset manager. How can I offer my strategies on the SMArtY platform?
The SMArtY platform is set to further expand its lineup of esteemed asset managers and augment its already impressive array of features. To learn more about the pioneering SMArtY platform and to secure your spot on the waitlist, please contact us here.